Integrate and Protect Your Salesforce

Top 3 Salesforce Problems That Prevent Your Organization’s Success

Some of your teammates, clients or partners just don't need to use Salesforce. Collaborating with them on projects that involve information like Salesforce reports, documents, call logs, and leads is a nightmare.

A lot of important documents (such as contracts, product data sheets, meeting notes, etc.) are generated outside of Salesforce and stored in your OneNote or your primary cloud storage solution like Google Drive or SharePoint. It is essential that these documents are accessible from within Salesforce.

What it looks like when you do it right:

When you choose cloudHQ for your Salesforce integration, you get the gold standard. Our service allows you to fully collaborate across platforms so that anyone on your team can see your reports, call logs, notes, etc. and will be able to better participate by understanding the fuller scope of your project status.

Integrate your Salesforce’s files, notes, attachments, and documents with your SharePoint. cloudHQ can also automatically migrate all your files to SharePoint. You can also get your documents and files from SharePoint into your Salesforce and attach them to appropriate Salesfore records.

Integrate Salesforce Files, Notes, and Documents with Google Drive

Integrate your Salesforce’s files, notes, attachments, and documents with your Google Drive. You can tell cloudHQ to automatically migrate all your files to Google Drive. You can also get your documents and files from Google Drive into your Salesforce and attach it to appropriate Salesfore records.

Back Up Salesforce to Amazon S3

Integrate Salesforce Files, Notes, and Documents Your Cloud Storage

Integrate your Salesforce’s files, notes, attachments, and documents with your cloud storage. You can tell cloudHQ to automatically migrate all your files to your cloud storage. You can also get your documents and files from your cloud storage into your Salesforce and attach it to appropriate Salesfore records.

Automatically upload and attach OneNote notes to Salesforce records

A lot of important notes are generated in your OneNote It is essential that these documents are accessible from within Salesforce. So cloudHQ will automatically (and completely transparent to you) upload your OneNote notes to Salesforce. And cloudHQ will also automatically attach your notes to appropriate Salesforce records.

With a cloudHQ sync, there’s nothing to download or upload. Our system will working in background and automatically upload your OneNote notes to Salesforce. And as changes happen in OneNote, those updates will be automatically uploaded into Salesforce. All updates happen in real-time, which further means that there will never be a versioning problem so everyone involved in the project can be on the same page.

Sync Salesforce with your cloud storage

cloudHQ can ensure that all your Salesforce files, notes, documents and attachments are automatically saved to your cloud storage. You can also migrate all your files to your cloud saving your Salesforce storage costs.

Back up Salesforce to Amazon S3

60% of all data loss is caused by user error, so your Salesforce really needs to be backed up. When you choose cloudHQ to backup all your company’s Salesforce information, you’re making a pro-active choice to protect your business.

You’ll have a real-time backup of anything you have in your Salesforce account (reports, documents, accounts, opportunities). And if something is accidentally or maliciously deleted, you’ll always have a replica of it in your archive folders.

Real-time backup

Chances are that your primary cloud storage platform had multiple service interruptions where you were unable to access your files. The same is to be said of Salesforce. All platforms go down every now and again; it’s normal. But what happens when it’s time-critical (i.e. you’re in front of a client), and you can’t access your files?

That’s when you need start thinking about a failover solution. When Salesforce is down, you can still access your information from your primary cloud platform such as Amazon S3, or Dropbox. When your cloud storage platform is down, you can easily switch to Salesforce to access your information. A sync used in this way is a smart way to prevent future information outages.